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FP Solutions: Getting Started (LCI0256)

Continuing Education → Professional Development


Description

In this course, we’ll introduce the Basic version of the FP Solutions software, how to create a client file, make data entries and how to analyze data with a retirement capital needs analysis. Get your plan on!

Institute accredited CE: 1.00

CE Credits: 1.00 Accreditation Number: IAS17143601 CE Credit Type: Professional Development

Content
  • Creating a New Financial Plan
  • Step 1: Entering Personal Information, Goals and Objectives
  • Step 2: Risk Tolerance and Areas of Concern
  • Step 3: Lifestyle, Retirement, Survivor and Estate Needs
  • Step 4: Sources of Income and Government Benefits
  • Step 5: Non-registered Investments and Education Savings
  • Step 6: RRSPs and RRIFs
  • Steps 7 and 8: Pension Plans
  • Step 9: Real Estate
  • Step 10: Personal-Use Assets and Liabilities
  • Step 11: Life and Disability Insurance
  • Saving a Client Plan
  • Reviewing the Client Data
  • Retirement Capital Needs
  • Final Test
  • FP Solutions Test
Completion rules
  • You must complete the test "FP Solutions Test"
  • Leads to a certification with a duration: Forever